Goosehead Insurance - Josh Stroup

The Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing comprehensive wealth management services to ultra-high net worth clients, particularly those with international ties and connections to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through personalized financial strategies and exceptional client service. Joanne Zhong, along with Authorized Officer Danyi Gu, leverages their extensive experience in international wealth management to navigate complex cross-border regulations and provide tailored financial solutions. Their commitment to understanding clients' goals enables them to deliver effective strategies for wealth preservation, investment, and estate planning. Generated from the website

Greater Pacific Solutions Financial and Insurance Services is a dedicated team of financial advisors based in Brea, CA, providing personalized and expert guidance to help clients make informed financial decisions and achieve their goals. With a focus on delivering extraordinary value, Greater Pacific Solutions offers a range of services, including financial planning, investment advice, tax planning, and ongoing support, tailored to each client's unique financial situation and objectives.Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.